Chief Financial Officer · Openarc Corporate Advisory, LLC
Michael C. Sontag
CRD 5159430 · Named on Form ADV at one SEC-registered adviser
At a glance
Openarc Corporate Advisory, LLC, an SEC-registered wealth manager based in Atlanta, GA with $10.1 billion in regulatory assets, lists Michael C. Sontag on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Openarc Corporate Advisory, LLCChief Financial OfficerWealth manager · Atlanta, GA · $10B in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Erik M. BjerkeSenior Managing Partner, Openarc Corporate Advisory, LLC
- Jeffrey K. CrowellManaging Partner, Openarc Corporate Advisory, LLC
- Emily G. FletcherManaging Partner, Openarc Corporate Advisory, LLC
- Kevin W. HigginbothamManaging Partner, Openarc Corporate Advisory, LLC
- James R. KaufmanManaging Partner, Openarc Corporate Advisory, LLC
1 more person named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.